Getting started with your small business automation can be tough, and confusing. There are so many moving parts, so many options, so much potential. I admit, I was paralyzed by the options. Buyer's Paralysis so to speak.
After years of honing my automation for my small business, I've drilled down to 3 critical things that you can do to help get you up and running as fast as possible.
1. Install your Web Snippet. DRIP calls it a Web Snippet, but regardless of what system you use, every CRM will have an option to install a little bit of code on your website.
Because this enables the system to track and users on your website (think Google Analytics) and update you on behavior, but also is responsible for firing any pop-ups, forms you install, or exit intent pop ups that you have set up.
I'll give you a hint, I get most of my sign ups through my exit intent pop-ups, without the installation of the web snippet, I couldn't get access to these customers.
Check out the video below to see how DRIP Web Snippet is installed.
And yes, I am an affiliate for DRIP - why? Because you can set up your whole system for your small business without ever spending a penny. Yes, it is free up to your first 100 customers. Check it out HERE if you want.
Anyhow, the video:
2. Set up your tags. You may not know every single tag that you want to use. But you certainly know the big ones. These are the tags you use to define every customer and delineate between customers every day. Maybe it is age, maybe it is number of purchases (more purchases means likely more sales and a different approach), maybe it is the city they live in. Regardless, the more you can tag, the more refined and more personalized your email marketing can become. You can then drill down to find out folks who are located in a certain city with a certain age and then automatically add them to a Facebook audience, or send them a custom email campaign that speaks even more directly to them.
The more personalized, the more likely they are to open your emails, and the more likely they are to do business with you.
So break down those tags, add them at the beginning into the system and then use those tags as you build out the campaigns that build your business.
3. Start with your Welcome Campaign. This is the first campaign you should build out. This is the one you are shaping with potential customers or traffic. Imagine you're in a bar, and someone asks what you do. This is the conversation you want to have with your lead over the course of several emails. So take this time to really get a feel, in your customer's language, of what you and your small business is all about. And then dial it down into multiple emails that are delivered in a series to slowly build trust and educated your potential client on who you are and why your business is worth their attention, time and, hopefully, money.
If automation is something you are interested in, I'm happy to announce my Online Course - Mastering Your Marketing Funnel Using Automation.
As a small business owner, I know that every penny counts.
If you could hire a full time employee who never got sick, worked 24/7/365, did EXACTLY what you asked them to do the first time, and every time, changed as you changed and grew as your business grew without every having to need a second employee would you do it?
Of course you would.
For the low price of this course, you will learn how to 'HIRE' and train that employee (your automation system) for the lifetime of your business.
Oh yeah, did I mention that this employee is FREE while you set expectations and train them?
It's a no brainer.
Take the best (and smallest step) that will pay you dividends in the future - sign up HERE.
Eric is a Physical Therapist who owns his own clinic in Chandler AZ. He is the author of Breathe Better, a father to 3 awesome kids, and a husband to Ashley who is also a physical therapist.